+94.0%
PDLB vs VOO
+252.7%
-158.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +1.3% | +0.1% | +1.2% | +1.2% |
| 3M | +10.2% | +2.0% | +8.2% | +8.5% |
| 6M | +26.5% | +13.0% | +13.5% | +15.9% |
| YTD | +26.7% | +13.6% | +13.1% | +15.7% |
| 1Y | +38.1% | +20.1% | +18.1% | +21.4% |
| 3Y | +156.1% | +77.6% | +78.6% | +71.9% |
| 5Y | +106.5% | +82.4% | +24.0% | +33.4% |
| All | +94.0% | +252.7% | -158.7% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling